Job Description:
Active Trader Services Representativeu00A0
We have an exciting opportunity for a remote, licensed Active Trader Servicesu00A0Representative in the Greater Sacramento Metro area! While you will work from home, you must reside near the Greater Sacramento area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely.u00A0
The Purpose of Your Roleu00A0
As a member of Fidelity s Active Trader Services team, you will be an integral part of a fast-paced,u00A0collaborativeu00A0environment that is focused on enhancing relationships with Fidelity s most active andu00A0sophisticatedu00A0traders, and therefore have.u202Fu202FIn this role, you willu00A0complex trading and service needsu00A0ofu00A0these clients. This may includeu00A0equity,u00A0optionu00A0and marginu00A0trading, trading platformu00A0andu00A0toolu00A0navigation, and risk management.u202F You will help to increase customer loyalty and drive business development opportunities.u00A0
The Expertise You Haveu00A0
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Series 7 & 63 required; Series 4 preferredu00A0
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2-3 years of previous financial services experienceu00A0
The Skills You Bringu00A0
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Proven customer service, client support and problem resolution skillsu00A0
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Expertise in equity and option trading, and marginu00A0
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Ability to teach clients how to useu00A0the Fidelity trading toolsu00A0
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Strong verbal and written communication skillsu00A0
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Ability to effectively influence othersu00A0
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Robust time management and organization skillsu00A0
The Value You Deliveru00A0
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Engage with customers, via inbound calls, which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requestsu00A0
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Deliver efficient and responsive resolutionsu00A0for various client situationsu202Fu202Fu00A0
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Uncover opportunities and identifyu00A0solutionsu00A0and services that willu00A0improveu00A0the client s financial success and partner with the Financial Consultant to further discuss with the clientu00A0
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Collaborate with internal business partners to research and resolve complex client requestsu00A0
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Conduct pro-active outboundu00A0phoneu00A0calls to communicate resolutionsu00A0to the client or secure additional information to close out the requestu00A0
Our Investments in Youu00A0u00A0
Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ouru202Fbenefit programsu202Fare designed to help you and your family strike the right balance.u00A0u00A0
Certifications:
Series 04 – FINRA, Series 07 – FINRA, Series 63 – FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling u0022Dynamic Working.u0022
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.